Fermata Advisors
BRLN icon

Fermata Advisors’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Fermata Advisors’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,880
Closed -$201K – 214
2025
Q2 		$201K Buy
3,880
+13
+0.3% +$669 0.05% 211
2025
Q1 		$201K Buy
+3,867
New +$202K 0.04% 273

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J.W. Cole Advisors
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Outlook Wealth Advisors
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Jane Street
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Medallion Wealth Advisors
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Susquehanna International Group
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Aventus Investment Advisors
Aventus Investment Advisors Naples, Florida $137M AUM 14.13% 1-Year Est. Return

Fermata Advisors's BRLN Position: Q3 2025 in Review

Fermata Advisors sold out of BlackRock Floating Rate Loan ETF (BRLN) in Q3 2025, closing a stake of 3,880 shares — an estimated $201K sold.

Fermata Advisors first reported a position in BRLN in Q1 2025 and held it in 2 quarters. The position peaked at $201K in Q2 2025. 26 funds tracked by Wall St. Rank hold BRLN as of Q3 2025.

  • Fermata Advisors reported no remaining BlackRock Floating Rate Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 3,880 BlackRock Floating Rate Loan ETF shares in Q3 2025, an estimated $201K.
  • Fermata Advisors first reported a position in BlackRock Floating Rate Loan ETF in Q1 2025 and held it in 2 quarters.
  • Fermata Advisors's BlackRock Floating Rate Loan ETF position peaked at $201K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.